See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,149 | $29,660-8.5% | $56,411-51.9% | $80,856-66.4% |
| Participation rate | 95.7% | 41.6%+54.1pp | 52.5%+43.3pp | 67.6%+28.1pp |
| Annual return | 14.19% | 35.23%-21.0pp | 1701.33%-1687.1pp | 35.59%-21.4pp |
| Employer contribution / active EE | $3,449 | $669+415.2% | $1,039+232.0% | $2,755+25.2% |
| Participant deferral / active EE | $2,478 | $1,226+102.1% | $1,952+27.0% | $4,296-42.3% |
| Admin fee / account holder | $1,217 | $2,428-49.9% | $2,829-57.0% | $6,918-82.4% |